Portfolio

Trawalla Capital

Trawalla Capital partners with exceptional investment managers to co-create investment management firms. We provide patient capital, and work with our partners to convert their ambition and outstanding investment track record into successful and enduring businesses. Trawalla Capital is a private investment firm, owned by the Trawalla Group.

BagTrans

BagTrans is a specialty transport company specifically servicing the food and pharmaceutical industry with a national palletised LTL (less than full truck load) delivery service for time critical and high value products. Leading retailers and brands use BagTrans for more frequent deliveries of smaller quantities to reduce the amount of inventory in the supply chain, and enable valuable shelf space to offer more brands.

Philanthropic & Community

Trawalla Foundation

Established in 2004 – as a vehicle for the philanthropic activities of the Schwartz family – the Trawalla Foundation works with individuals and organisations that have a vision for the future of Australian society. To learn more about the Trawalla Foundation visit the Foundation website.

Women’s Leadership Institute Australia

Austem

Australian flora is extraordinarily diverse, beautiful, hardy and drought resistant. Despite this, the overwhelming majority of flowers, plants and trees used in Australian homes, gardens and landscapes are “exotic” – that is, they are not native to Australia. Austem’s mission is to establish the rightful place of native flora in the Australian home, garden and landscape.

Native Plant Project

Native Plant Project shares the beauty of Australian native plants with gardeners and garden lovers everywhere – and encourage Australians to start their own project, large or small.

An e-magazine inspires and educates with articles on private and public gardens, expert tips, advice and creative projects of artists, florists, landscapers and architects, while a carefully grown selection of native plant varieties can be shipped direct to your door via the e-nursery.

Board Members

Simon Jones

Chairman

Simon Jones

B Ec, LLB Monash (Hons)

Chairman

Simon is a qualified chartered accountant and founding director of Canterbury Partners, an independent corporate advisory firm. He has been advising local and multinational companies for more than 25 years. Simon is currently Chairman of the advisory board of MAB Ltd and Chairman of Computershare Ltd.

Alan Schwartz

Managing Director

Alan Schwartz

B Ec, LLB Monash (Hons)

Managing Director

Over the past 30 years, Alan has created, built, managed and sold a number of successful businesses in industries as diverse as publishing, property information, professional services and software.

Currently, Alan is Managing Director of the Trawalla Group, managing a diversified investment portfolio on behalf of the Schwartz family.

Graham Goldsmith

Non-executive director

Graham Goldsmith

BBus (Acctg), FAICD, FCPA, FFin

Non-executive director

Graham retired in 2012 from Goldman Sachs Australia. At the time he was Vice Chairman and a Managing Director of the business in Australia, having spent a 25 year career with the firm and is predecessors. He completed the Advanced Management Program at Harvard Business School in 2007. Graham is currently the chairman of Armitage Associates and ASX-listed SEEK Ltd, and a non-executive director of Djerriwarrh Investments Ltd. He is the former Chancellor of Swinburne University of Technology.

Kevin Slomoi

Non-Executive Advisor

Kevin Slomoi

B Com, B Acc Wits, CA

Non-Executive Advisor

Prior to establishing KS Advisory, Kevin was a Partner in Deloitte Private and previously a Director of GMK Partners Pty Ltd. He played a key role in developing GMK into one of Melbourne’s leading boutique Accounting firms servicing the high net worth market.

He has acted as trusted advisor for many years to his diverse high net worth client base.

Kevin has held various prominent roles with a number of communal organisations.

Executives

Alan Schwartz

Managing Director

Alan Schwartz

B Ec, LLB Monash (Hons)

Managing Director

Over the past 30 years, Alan has created, built, managed and sold a number of successful businesses in industries as diverse as publishing, property information, professional services and software.

Currently, Alan is Managing Director of the Trawalla Group, managing a diversified investment portfolio on behalf of the Schwartz family.

Ross Deam

Ross Deam

Ross has had a career in Melbourne based Family Offices specializing in accounting and finance as well as property development and management spanning over 25 years.

His wealth of experience and in depth knowledge of Family based investments is a valuable asset with in the Trawalla Group.

Elise Gold

INVESTMENT DIRECTOR

Elise Gold

INVESTMENT DIRECTOR

Elise joined Trawalla Group in 2015. Prior to joining Trawalla Group, Elise spent four years creating, developing and managing two businesses. The first was acquired by one of Australia’s largest online retailers, Catch, and the second involved raising investor capital to launch a multi-unit fast casual hospitality concept. Elise started her career in investment banking at Morgan Stanley after completing a Commerce Law degree with honours at the University of Queensland.

Sarah Buckley

TRAWALLA FOUNDATION EXEC. OFFICER

Sarah Buckley

B Com (Acc), ACCA

TRAWALLA FOUNDATION EXEC. OFFICER

Sarah brings fifteen years’ leadership experience in the corporate and not-for-profit sectors, focused on social innovation and investment. Sarah was previously Consulting Director at PwC Australia, and GM at Opportunity Child. Alongside her work for Trawalla Foundation, Sarah consults to a range of companies and social sector organisations. Current advisory board roles include People Measures, Reach Enterprises and SVA’s Diversified Impact Fund.

Mabel Yuan

INVESTMENT MANAGER

Mabel Yuan

INVESTMENT MANAGER

Mabel has over eight years of experience in corporate finance and institutional banking across a number of institutional banks such as CBA and ANZ. Mabel completed her undergraduate studies at UNSW, receiving a Bachelor of Commerce (Hons) degree with majors in Actuarial Studies and Finance. Mabel is a Chartered Financial Analyst.

Mat Rangeley

INVESTMENT ASSOCIATE

Mat Rangeley

INVESTMENT ASSOCIATE

Mat assists in the management of the Trawalla Group’s diverse investment portfolio with a focus on operating businesses and property.

Mat has over six years of experience in commercial and private banking and holds a Bachelor of Commerce.

Carly Holder

FINANCIAL CONTROLLER

Carly Holder

B Com (Acc), ACCA

FINANCIAL CONTROLLER

Carly is financial controller of the Trawalla Group. With a strong focus on family office, Carly has over 10 years’ experience between the UK and Australia in both practice and industry. She is a qualified chartered accountant and also holds a Bachelor of Commerce (Accounting).

James Pollard

FINANCE MANAGER

James Pollard

B Bus Comm, CA, Dip FP

FINANCE MANAGER

James is a Chartered Accountant with over 10 years’ experience in accounting and financial services. He provides sound business advice in financial reporting, taxation, superannuation and financial planning. James also has many years’ experience in the IT industry. His specialties include problem solving, complex reporting matters, software and systems management.

Milly Windus

BOOKKEEPER

Milly Windus

BOOKKEEPER

Milly joined the Trawalla Group in 2012 with experience in various industries including global logistics, hospitality and finance.
Her role at the Trawalla Group is to provide accounting and bookkeeping support for the Finance team across all our entities.

Lyn Longmuir

OFFICE MANAGER & EXECUTIVE ASSISTANT FOR ALAN SCHWARTZ

Lyn Longmuir

OFFICE MANAGER & EXECUTIVE ASSISTANT FOR ALAN SCHWARTZ

An accomplished Executive Assistant and Office Manager with over 25 years’ experience supporting Senior Executives. Lyn is responsible for supporting the Managing Director and Trawalla Group Team as well as managing all facets of the day-to-day operations for the Trawalla Group office.

Lara Richardson

EXECUTIVE ASSISTANT FOR CAROL SCHWARTZ

Lara Richardson

EXECUTIVE ASSISTANT FOR CAROL SCHWARTZ

Lara has supported Director Carol Schwartz, as well as other organisations and staff within the Trawalla Group family, in the role of Executive Assistant for over 15 years. With a varied range of daily tasks Lara came to the Trawalla Group with a background in retail management and sales.